Skip to content
Disclosery

Opes Wealth Management LLC: VSGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on VSGX, newest first. How the timeline and the estimate are built.

Opes Wealth Management LLC held 10,448 VSGX shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,448 shares
    Change vs previous 13F +837 shares

    0.13% of the 13F portfolio, value $749,435.

    13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 9,611 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $688,340.

    13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 9,706 shares
    Change vs previous 13F -770 shares

    0.12% of the 13F portfolio, value $673,305.

    13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,476 shares
    Change vs previous 13F -3,667 shares

    0.12% of the 13F portfolio, value $686,178.

    13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,143 shares
    Change vs previous 13F -1,848 shares

    0.17% of the 13F portfolio, value $834,154.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 15,991 shares
    Change vs previous 13F +308 shares

    0.19% of the 13F portfolio, value $906,690.

    13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 15,683 shares
    Change vs previous 13F +310 shares

    0.19% of the 13F portfolio, value $964,661.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 15,373 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $880,412.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).